Manage Jobs
Identifying Internal and External Jobs
Introduction In SMSF Auditomation, jobs can either be created internally by your team or submitted externally by accountants using SMSF Sorted. It’s important to know the difference, as each type follows a slightly different process. Identifying ...
Creating a Wind Up Job
Introduction For the wind up funds, you can create windup job using the steps mentioned below. How to Create a Wind Up Job for a Fund Step 1- Make sure that the fund has a Wind Up Date in the accounting software if its imported. a) Class - Dashboard ...
How to Unlock a Completed Audit Job
Introduction Once an audit job is marked as completed, no further actions can be performed except for generating and downloading the audit file. If you need to perform additional actions, you must unlock the audit job by changing its status from ...
Troubleshooting Failed Imports & Re-imports
Import and Reimport Functionality Errors 1. Unable to Fetch Fund Data (Fund Level) Cause: API failed to retrieve fund details. Solution: Follow the import process once again. 2. Fund Access Failed (Fund and Job Level) Cause: Access changed/removed ...
Importing Data from Accounting Software
Introduction Once the job is created, the next step is to import the data if the fund has been imported from any accounting software or to upload the data manually if the fund has been uploaded manually. Following are the ways to Import the data from ...
Submitted by Accountant
Introduction This tab displays jobs submitted by your connected Cloudoffis accountant via SMSF Sorted (Accountant’s Portal). All jobs lodged through Sorted by the accountant will appear here. You can then Create and Process your job from here. Refer ...
Deleted Audit Job
Introduction All of your deleted jobs will be listed here and no changes can be made once the job is deleted. Deleting a job will delete everything from the job and this action is irreversible. Once deleted, no information or details can be brought ...
Completed Audit Job
Introduction All the completed Audit Jobs/Audit Files are listed here and the details for the jobs in Completed Audit Job are in view-only mode. Once a job is completed, the Audit File for that job is locked and no changes can be made from there. You ...
My Audit Job
Introduction Audit Jobs that have been processed and assigned to you will be listed here. Once the job has been processed and assigned and moved to My Audit Jobs from Audit Job Queue, your license for the job will be consumed. Following are the ...
Audit Job Queue
Introduction Jobs that have been created Internally or from the Submitted by Accountant's tab can be processed from this page. When a job is created, initially it will be listed under Audit Job Queue. Till this stage the license is not consumed, once ...